OTC AskRegs Experts: Working Through Mid-Term Processing
This week on "Off the Cuff," Tim is joined by David Tolman, David Futrell, and Norma Robinson to discuss some frequent and common questions that come up at the tail end of the year and the transition from the fall to the spring term. The team specifically works through student withdrawal scenarios, mid-term processing, and highlights guidance the Department of Education (ED) has most recently provided.
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| Tim Maggio Director of Community Engagement |
David Tolman Instructional Design & Content Specialist |
David Futrell Director of Institutional Compliance |
Norma Robinson Compliance Generalist and NASFAA U Instructor |
Resources
- Listen on Apple Podcasts or Spotify
- Episode Transcript (PDF)
- AskRegs Q&A: For Direct Loans, Are We Required To Recalculate the COA Or SAI If the Student Withdraws Between the Fall and Spring Terms?
- GEN-13-02 Regaining Title IV Eligibility After Exceeding Loan Limits and Treatment of Loan Funds When a Student Fails to Begin Attendance
- GEN-13-13 Reporting of Academic Year and Loan Period to COD for Direct Loans
- AskRegs Q&A: Can a School Originate a Direct Loan Based On Assumed Or Projected Enrollment Status?
Send your thoughts, questions, and comments. We'd love to hear what you think.
Publication Date: 12/19/2025
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